VP, AI-Driven Estate Planning for UHNW Clients
Goldman Sachs
Goldman Sachs Family Office seeks an Associate or Vice President to support a tech-driven estate planning offering for UHNW clients. You will translate complex trust provisions into clear reports and collaborate with PWM teams across Tax, Legal, and Advisory functions. In this in-office Dallas role, you will manage client onboarding, draft scenario analyses, and ensure timely delivery of sophisticated wealth plans while upholding rigorous professional standards and regulatory requirements. #J-18808-Ljbffr Goldman Sachs
- ...US federal and state taxes to lead and mentor staff within the Goldman Partner Office planning team. You will deliver complex tax planning, compliance solutions, and efficient client service for high-net-worth clients and partnerships. Strong communication and proactive...SuggestedWork at office
- Goldman Sachs’ Private Wealth Management arm seeks a Vice President to lead wealth planning capabilities for UHNW clients and family offices. You will partner with Private Wealth Advisors to build complex analyses of net worth, liquidity, transfers, and trade-offs. Based...SuggestedWork at office
- ...will not provide immigration sponsorship for this position.The RoleThe Vice President, Advanced Planning is a client-facing role that serves as a financial planning and estate planning subject matter expert for Fidelity’s high net worth clients and their advisors. The...SuggestedFull timeWork experience placement
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- ...prestigious family office in Dallas, TX is seeking a VP of Tax to lead their Tax Compliance & Planning function. This position requires 8-15+ years of tax experience... ...opportunity to make a significant impact in tax efficiency at the UHNW level. #J-18808-Ljbffr Brewer MorrisSuggestedWork at office
- ...Sabre’s strategic growth aims. You will partner with the People leadership team to drive workforce planning, succession, and employee experience across a multinational footprint, leveraging AI-enabled learning and data-driven insights #J-18808-Ljbffr Sabre Corporation
$171.6k - $338.3k
...Deloitte’s business through new AI native platforms and... ...seeking a high-performing VP Sales Executive to drive new client adoption and growth of product... ...requires a commercially driven executive with a strong... ...contribute to both strategic planning and hands-on execution....Local area- ...talented Senior Vice President, Strategy to oversee all Media Planning and Strategy functions for a high-profile and fast-paced account... ..., execution, and stewardship of integrated media plans for the client’s business. The SVP effectively leverages experience, knowledge...Temporary workFreelanceFlexible hours
$163.4k - $322.1k
...Deloitte Oracle Associate Vice Presidents help clients delineate strategy and vision, design and... ...and streamlines business operations with AI? Do you feel your skills surpass those of... ...:8+ years of Oracle Enterprise Resource Planning implementation experience3+ years of...Immediate startVisa sponsorship- ...seeking an Advisory Director Client Relationship Executive (CRE) to... ...Operations, Workforce, Customer, ERP, planning, and enterprise platform... ...approach — uniting data-driven insights, technology modernization... ...Champion responsible, practical AI adoption in pursuit narratives...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
- ...most important technology and AI companies on their most transformational... ...strategies that your clients can execute at scale. You keep... ...for AI, and go-to-market planning.Shape the strategic choices defining... ..., ecosystem monetization, AI-driven developer enablement — by...Live inWork at officeLocal areaShift work
- ..., no matter where they come from, because clients trust us to deliver the strongest outcomes... ...all sizes to explore, design, and implement AI strategies that are secure, scalable, and... ...good human. Table stakes. Mission-driven operator with deep commitment to Human Agency...Full timeFor contractorsH1bRemote workWork visa
$150k
...in offering performance-driven individuals a place... ...Description:At Regions, the Real Estate Corporate Banking... ...Fund Group clients and prospects. This position... ...client meetings, client planning sessions and weekly product... ...starting base salary:RECB VP, Strategist I: $150,000...Full timeFlexible hours$130k - $140k
...TX) Location: Dallas - Park Cities Department: Client Development Why Work at Mercer Advisors? For more... ...simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$142.2k - $189.7k
...make with us. We have an excellent opportunity for a National VP, Estate Settlement in our Mission Advancement Department. This... ...preferred. Board certification or advanced credential in estate planning, trust law, or nonprofit law is a plus. Compensation & Benefits...Work at officeLocal areaRemote work2 days per week3 days per week- Frontline Source Group is seeking a Remote Vice President of Sales for AI-enabled Revenue Cycle Management. You will design and execute a... ...lead a cross-functional sales organization, set compensation plans, implement CRM discipline, and align sales with operations and product...Remote work
- Goldman Sachs is seeking a VP-level Product Manager in Legal Engineering to lead end-to-end product delivery across AI initiatives and technology modernization. You will partner with legal, engineering, and business teams to define strategy, roadmaps, and requirements,...
- Five9 is seeking a VP of Demand Generation to build and run the pipeline engine across regions. You will own global campaign strategy, ABM, partner marketing, events, and the sales development organization that converts demand into qualified conversations and pipeline....
- ...solutions and exceptional service to meet our clients needs. For more information about Citco... .... Digital Workflow Automation & AI: also led by the Technology Data & Delivery... ...defined scope business case and delivery plan. Define the target operating model for...Permanent employmentFull timeTemporary workWork at officeWorldwide
$180k - $355.5k
Position Summary Associate VP, Network Engineering Our... ...Infrastructure within AI & Engineering, helps clients architect, modernize, and operate... ...their digital and AI-driven ambitions. We deliver network... ...across all project phases: plan, build, test, and...Local area$125.76k - $188.64k
...systemically responsible and in our clients' best interests. As a... ...paradigms—such as generative AI, intelligent decisioning, and... ...Extensive experience designing event-driven and message-oriented... ...time off packages, including planned time off (vacation), unplanned...Full time$96.4k - $144.6k
...management services to Ultra High Net Worth clients globally, including Citi Private Bank,... ...resolutionReviews and develops application contingency planning to ensure availability to users.Partners... .... Our automated processing and AI do not involve relying on automatic or...Full timeWork experience placementWork at office$107.12k - $160.68k
...retail services card products. The Digital & Client Experience (DCX) team sits at the heart... ...modernization, data infrastructure, and AI to deliver faster, smarter, and more... ...Participate in agile ceremonies — sprint planning, standups, retrospectives — and contribute...Full timeInternship$138.72k - $208.08k
...for exhibiting a strong understanding of client core business functions.Required to support... ...risks to a schedule.Assist in the planning and managing of application development assignments... .... Our automated processing and AI do not involve relying on automatic or autonomous...Full time- ...seeking an Advisory Director Client Relationship Executive (CRE) to... ...and practical implementation plans (not just scopes and hours) Position... ...approach — uniting data-driven insights, technology modernization... ...responsible, practical AI adoption in pursuit narratives...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
- ...including Cannes Lions and Adweek's Media Plan of the Year, and PMG has won 40+ workplace... ...Who You Will Be Working With At PMG, our Client Strategy team plays a key role in shaping... ...year to give back to your community. AI Tools and Training: Access enterprise AI...Work experience placementShift work
- ...About the Company Our client is a nationally recognized leader in senior living real estate development, providing development and... ...a strategic, relationship-driven leader who can manage complex... ...Responsibilities: Lead the planning, development, and execution of...For contractorsLocal area
$285k - $300k
...About the Company Our client is a well-established, values-driven heavy equipment dealer serving the Southeastern United States through a multi-branch... .... Parts & Inventory Management: Oversee inventory planning, purchasing, logistics, distribution, and parts availability...$164k - $226k
...deliver exceptional value for clients and drive growth for Gartner.... ...execute strategies and action plans to accelerate performance. Develop... ...personally. How far you go is driven by your passion and... ...company at the very center of the AI revolution. Gartner has proactive...Full timeWorldwide- ...Kroll's Decision Intelligence practice helps clients make financially significant decisions by... ..., analytics and artificial intelligence (AI). The team delivers practical solutions... ...M&A and transaction analytics, financial planning and performance, management reporting,...Price workTemporary work
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